Investors' Soapbox PM

Environmental Stocks to Make You Green

We expect investors to continue rotating capital into stocks in the environmental-services sector in the second-half of 2011, which we believe will drive further outperformance in the sector relative to the broader-market indices, namely the S&P 500 index.

Given the heightened volatility in recent boom-bust economic cycles, we believe, and have seen, the market hold in higher regard companies that have: 1)...